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Steve Coker, CFP
- May 10, 2019
- 3 min
The China Problem
Stock markets around the world sold off this week on rising risks of a trade war between the United States and China. With the worlds largest and second largest economies trading threats in advance of negotiations, hopes began to dim that an agreement would be reached. Clearly China aims to be a global competitor with the United States, and the Trump administration appears intent on leveling the playing field for US companies while the US still has the upper hand. Likely t


Steve Coker, CFP
- May 6, 2019
- 7 min
Preparing for the next recession: 9 things you need to know
By Jared Franz and Darrell Spence: Capital Group When is the next recession? That’s one of the questions we hear most often. And for good reason. Recessions can be complicated, misunderstood and sometimes downright scary. With the U.S. expansion nearly 10 years old, investors may be wondering whether the next one is just around the corner. In our view, we don’t believe a recession is imminent in 2019. Our research indicates it is much more likely that the next recession will


Steve Coker, CFP
- Apr 26, 2019
- 3 min
Reducing your taxes in retirement: How to keep more of what you have saved
Many things change dramatically when you retire, not the least of which is your tax situation. Retirees face a unique set of opportunities and challenges that many CPA’s (and Financial Advisors) simply don’t address. One of the most significant opportunities in retirement is the ability to manage taxable income. One of the potential threats is Required Minimum Distributions at age 70.5. By strategically taking distributions from various retirement accounts and making info


Steve Coker, CFP
- Apr 19, 2019
- 2 min
Staying Diversified
Diversification hasn’t mattered much over the past few years. U.S. stocks have consistently outpaced non-U.S. markets. Even within the U.S., market leadership has been concentrated among a handful of fast-growing technology and consumer companies, while value-oriented stocks have lagged the overall market. But the recent market turbulence serves as a reminder that nothing can continue indefinitely. The general principle of diversification remains sound: Market leadership has


Steve Coker, CFP
- Oct 14, 2017
- 3 min
Developing Fundamentals: What Makes A Healthy Emerging Market?
In recent weeks the markets have exhibited rocky performance, and emerging markets have played a significant role in the volatility. For those of you unfamiliar with the term, an emerging market (also known as a developing market) refers to the economy of a country that is less developed than that of a developed country or region but is well on it’s way to becoming developed. For comparison's sake, Mexico, Brazil, India, and Russia are all developing markets, while the U.S.,